Financial Planning First, LLC
● SEC registered since 2025CRD 319273SEC# 801-134756Tuscon, AZ
Reg. AUM
$113.9M
Employees
3
Accounts
811
Location
Tuscon, AZ
Financial Planning First, LLC assets under management
Financial Planning First, LLC is an investment advisory firm registered with the SEC based in Tuscon, AZ. The firm has been registered since 2025. It reports $113.9 million in regulatory assets under management and employs 3 people.
Financial Planning First, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Paul Sullivan Control | President & Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Financial Planning First, LLC manage?
Financial Planning First, LLC reports $113.9 million in regulatory assets under management on its Form ADV.
How many employees does Financial Planning First, LLC have?
Financial Planning First, LLC reports 3 employees.
Where is Financial Planning First, LLC located?
Financial Planning First, LLC is based in Tuscon, AZ and has been SEC-registered since 2025.
Does Financial Planning First, LLC disclose fund performance?
Financial Planning First, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3567 E Sunrise Dr Ste B237, Tuscon, AZ 85718 |
| Phone | 520-314-1301 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$113.9M▲ 4%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$113.9Mregulatory AUM
Discretionary $113.4MNon-discretionary $429K